All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

JEPI vs. QQQI vs. SPY vs. QQQ vs. PDI: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Tue 2024-01-30💬 to Mon 2026-10-19 Overall
Return 		Exponential
Trendline
JEPI × 		+14.96%
+5.26%/yr 		+4.91%/yr
R2=0.707
JPMorgan Equity Premium Income ETF Exchange-Traded Fund
QQQI × 		+45.31%
+14.74%/yr 		+16.12%/yr
R2=0.911
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
SPY × 		+47.30%
+15.31%/yr 		+15.05%/yr
R2=0.900
State Street SPDR S&P 500 ETF Trust Exchange-Traded Fund
QQQ × 		+56.53%
+17.92%/yr 		+19.34%/yr
R2=0.884
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
PDI × 		+0.43%
+0.16%/yr 		+3.43%/yr
R2=0.195
PIMCO Dynamic Income Fund NYSE Mutual Fund

Growth of $10,000 Summary

Tue 2024-01-30💬 to Mon 2026-10-19 Start
Value 		End
Value
JEPI × 		$10,000.00
2024-01-30 		$11,496.24
2026-10-19
QQQI × 		$10,000.00
2024-01-30 		$14,531.07
2026-10-19
SPY × 		$10,000.00
2024-01-30 		$14,729.75
2026-10-19
QQQ × 		$10,000.00
2024-01-30 		$15,652.74
2026-10-19
PDI × 		$10,000.00
2024-01-30 		$10,043.31
2026-10-19

This Year’s Performance

through 2026-10-19

  YTD YoY
JEPI × 		+1.59% +4.51%
QQQI × 		+7.42% +10.19%
SPY × 		+8.74% +12.13%
QQQ × 		+12.64% +14.92%
PDI × 		−12.57% −16.11%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
JEPI × 		−2.66%
on 2026-10-19
from 2026-02-27 peak 		−14.46%
on 2025-04-08
from 2024-11-29 peak
QQQI × 		−4.43%
on 2026-10-19
from 2026-10-06 peak 		−20.36%
on 2025-04-08
from 2025-02-19 peak
SPY × 		−2.16%
on 2026-10-19
from 2026-08-13 peak 		−19.12%
on 2025-04-08
from 2025-02-19 peak
QQQ × 		−5.56%
on 2026-10-19
from 2026-10-06 peak 		−23.54%
on 2025-04-08
from 2024-12-16 peak
PDI × 		−19.24%
on 2026-10-19
from 2025-10-09 peak 		−21.76%
on 2026-09-24
from 2025-10-09 peak

Rolling Returns

Period ending Mon 2026-10-19 1 yr 2 yr 3 yr 5 yr 10 yr
JEPI × 		+4.51% +4.76%
+2.35%/yr 		+24.13%
+7.47%/yr 		+16.94%
+3.18%/yr 		—
QQQI × 		+10.19% +29.25%
+13.69%/yr 		— — —
SPY × 		+12.13% +25.37%
+11.97%/yr 		+69.89%
+19.32%/yr 		+48.52%
+8.23%/yr 		+199.79%
+11.60%/yr
QQQ × 		+14.92% +37.16%
+17.11%/yr 		+85.01%
+22.76%/yr 		+60.99%
+9.99%/yr 		+367.52%
+16.68%/yr
PDI × 		−16.11% −10.82%
−5.56%/yr 		+25.97%
+8.00%/yr 		−11.56%
−2.43%/yr 		+22.97%
+2.09%/yr

Annual Returns

Year JEPI QQQI SPY QQQ PDI
2026 (YTD) +1.59% +7.42% +8.74% +12.64% −12.57%
2025 +5.28% +15.53% +14.65% +17.63% +8.17%
2024 +9.43% +17.08% +21.39% +22.06% +13.93%
2023 +6.27% — +22.09% +49.84% +8.37%
2022 −9.35% — −23.15% −36.67% −22.03%
2021 +13.54% — +20.27% +19.04% +0.72%
2020 +16.76% — +16.74% +46.63% −11.17%
2019 — — +28.29% +35.86% +19.50%
2018 — — −6.35% −2.00% +5.34%
2017 — — +19.19% +29.92% +16.14%
2016 — — +9.73% +4.92% +14.91%
2015 — — +0.50% +8.64% +1.78%
2014 — — +12.61% +18.29% +19.40%
2013 — — +30.35% +34.61% +10.04%
2012 — — +14.01% +16.10% +22.42%
2011 — — −1.04% +0.40% —
2010 — — +13.36% +18.14% —
2009 — — +23.01% +50.60% —
2008 — — −36.85% −41.78% —
2007 — — +1.01% +14.35% —
2006 — — +13.00% +4.51% —
2005 — — +1.35% −1.80% —
2004 — — +7.21% +7.05% —
2003 — — +25.82% +46.91% —
2002 — — −23.41% −38.82% —
2001 — — −13.10% −34.36% —
2000 — — −12.70% −38.21% —
1999 — — +17.24% +75.08% —
1998 — — +26.65% — —
1997 — — +31.24% — —
1996 — — +18.63% — —
1995 — — +34.61% — —
1994 — — −2.22% — —
1993 — — +6.22% — —